Mixue Group: Lock-Up Expiry. Stock Slides 18% in a Month. Likely Limited Downside
Trading near the low end of valuation multiples, amid likely concerns over post lock-up expiry stake sale - limited downside risk. Upcoming FY2025...
506 Views
Pop Mart (9992 HK): PUCKY - How a Lucky Plush Drove Shares up 30%.
If Pucky Tap Tap series achieve blockbuster status, a strong run-up in the stock price could follow. Current valuations suggest investors have...
346 Views
2026 High Conviction: Uni President China (220 HK): Modest Valuations, Robust Cash Flows
Long-Term Upside Potential given Steady growth, Strong Cash Flows and Modest Valuations. Limited downside given Near-term sector pricing pressures...
745 Views
Softbank Group: Performance Powered by OpenAI. Exits NVIDIA, Bets Big on AI
SoftBank’s gains soar with OpenAI’s valuation boost, lifting both actual investment returns and investment rights. Exits NVIDIA but plans to double...
507 Views
Grab Holdings: Growth Engines Continue to Rev - What’s Powering the Momentum?
​Investor call takeaways on Growth and Margin Outlook going forward. Grab's Q32025 results delivered healthy revenue and margin growth but lagged...
436 Views